Filed October 24, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $161,877 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $81,016 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $490 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,165 | $101,523+69.6% | $141,162+22.0% | $77,787+121.3% |
| Participation rate | 86.1% | 77.4%+8.7pp | 82.5%+3.6pp | 73.2%+12.8pp |
| Annual return | 24.37% | 56.22%-31.9pp | 71.39%-47.0pp | 32.57%-8.2pp |
| Employer contribution / active EE | $5,269 | $3,341+57.7% | $4,735+11.3% | $2,504+110.4% |
| Participant deferral / active EE | $9,953 | $6,434+54.7% | $6,709+48.4% | $3,967+150.9% |
| Admin fee / account holder | $113 | $92+23.2% | $10,261-98.9% | $100+12.7% |